There a Five User Types in the LiquidTrex Process.
- TRAVELLER – Individual company employee who incurs travel expenses. Will initiate a LiquidTrex travel report
by entering dates and itinerary. Enters expenses into online spreadsheet. Forwards report for approval and
payment. Approval path is defined by department and accounting group.
- TRAVEL ASSISTANT – Can execute all traveler activities for one or more assigned travelers. This could be an outside
Travel Agent who coordinates travel activity for a department or location.
- DEPARTMENT MANAGER – Reviews and approves all reports submitted by travelers in their department. Generates and views
travel analytics reports.
- ACCOUNTANT - Reviews and approves all reports approved by department managers belonging to their account group.
Exports payment data to ERP.
- CFO - Generates and views company wide travel analytics reports. Identifies cost drivers, client account activity,
department activities, and expense payment efficiency.
- SYSTEM ADMIN – Enters and manages all company specific data for the LiquidTrex application. Creates users,
departments, etc.
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